SVB Financial Group
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), SVB Financial Group reported 11 stock positions worth $142.4 million. Its top holding was Coinbase Global Class A (COIN) at 64.9% of the portfolio, followed by Root Inc./Oh Class A (ROOT, 28.4%) and Okta (OKTA, 3.5%). Compared with Q1 2024, it sold out of 2. The biggest sale was an exit from Robinhood Markets Class A (HOOD).
- Most Recent 13F
- Q3 2025
- Location
- Dallas, TX
- CIK
- 0000719739
- Portfolio Value
- $142.4M (Q2 2024)
- SEC Filing
- 0000950123-24-008277 ↗ filed Aug 14, 2024
Holdings Value
Holdings 11 stocks · $142.4M
| COIN Coinbase Global Inc. Class A | 64.87% | 415,805 | $92.4M | No change |
| ROOT Root Inc./Oh Class A | 28.37% | 783,012 | $40.4M | No change |
| OKTA Okta Inc. | 3.49% | 53,152 | $5.0M | No change |
| AXSM Axsome Therapeutics Inc. | 1.91% | 33,849 | $2.7M | No change |
| OBIO Orchestra Biomed Holdings Inc. | 0.73% | 127,068 | $1.0M | No change |
| PL Planet Labs PBC | 0.22% | 172,097 | $320K | No change |
| ML Moneylion Inc. | 0.19% | 3,729 | $274K | No change |
| GUTS Fractyl Health Inc. | 0.12% | 38,544 | $165K | No change |
| FIRY Firy Inc. filed as SKILLZ INC | 0.07% | 13,950 | $100K | No change |
| PACB Pacific Biosciences of Calif | 0.02% | 20,586 | $28K | No change |
| GETR Getaround Inc. | 0.00% | 27,094 | $4K | No change |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| None this quarter. | |||